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Message Icon Topic: Kerla Yruveda - A Story in Making Post Reply Post New Topic
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surajmnair
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Quote surajmnair Replybullet Posted: 12/Sep/2006 at 10:20am
Dear Everyone,The person in touch with Damaniji is my friend and co worker Mr Sanuj, who will be joining this group sooner.
Dear Omshivaya, they indeed have SPA , check oout www.aurvedagram .com.Also please check www.ayurvedaonline.com
Their property near Kochi airport is where their corporate headquarters is located and is on 2 acres of land.Adjacent to that is their manufacturing facility.they also have another land for their cultivation purposes.I dont think they will be selling up these lands.However they are shifting their manufacturing facility to a nearby place.So there are chances athat their existing manuf: facility, they might tun it into a SPA.
They already had their AGM on this month start.They hope to have a analyst meet in 6 months from now.Im just digesting their words for the moment.
I had taken an initial postion in the company very recently.The stock shoot up last time on the news of takeover of KAPL by Katra group.
Since market was at an alltime high (if im correct)most of them had exited from the counter.As you know fast money is always golden.Howerver i missd that oppurtunity.My words , please dont consider this as a recommendation.I just passed on to you a story.I blive KAPL will shift their entire focus to Bangalore. Will keep you posted on the proceedings.meanwhile lets welcome Sanuj to this board.
 
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Quote investor Replybullet Posted: 13/Sep/2006 at 12:50pm
For some reason, the message i posted yesterday on this thread has
gone missing - Basant can you look into this?

And suraj has just confirmed what i had written on that message - about Sanuj! :-)

I have interacted with him on MMB on quite a few ocassions, so good to see
him join this forum as well.

Kerala Ayurveda looks interesting...looking forward to more details.
At that time, when Sanuj was discussing about it with Damani, i was
fully invested, and so didnt look into this. Maybe now i will have a look into it.


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Quote omshivaya Replybullet Posted: 13/Sep/2006 at 1:12pm
Thanks Suraj. Appreciate all the information. I believe they are going for 10 new institues in US.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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sanujkr
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Quote sanujkr Replybullet Posted: 13/Sep/2006 at 2:01pm
Dear everyone

Iam sanuj, I have been recommending Kerala Ayurveda to my friends and associates in the past one year.

Now, after our (Me and Suraj) meeting with Mr.Vangal, iam much more convinced about their long term strategy, they wish to be pioneers of Ayurveda globally.

I think if vangal can take the business on right track and scale up operations, KAPL will make a big Fortune for the investors.

Just imagine, global Pharma industry size is over $650billion, but still western systems don’t have proven medicines for diseases like cancer and diabetics. India is world’s diabetic capital, even if traditional systems like Ayurveda can provide a solution for these killing diseases ………….

KAPL wants to educate or make awareness to westerns to the need and advantage of using Ayurveda medicines and treatments into their daily life.

Even if a small Pie of 650$billion global Pharma market, Turns to traditional systems, it could open a huge market for Ayurveda products.

Global Pharma majors are also very keen on Ayurveda medicines and treatment systems, KAPL can jointly work together on Research & development of new products.

I think the KAPL’s new team is just started to evaluate the situation, they will come up with their plans and strategies in coming months, but one thing is sure, they are aiming really BIG.

CONVICTION and LONGTERM VISION WILL ALWAYS REWARDS YOU

I think only few peoples had conviction on Pantaloons or Financial technologies of the world, when they were too small and under rated, but those who stayed in their conviction made their fortunes.

Iam fully convinced in the long term future of the industry, and the guys who are running the business are renowned and respected globally……they have proven record in their marketing and management skills.

KAPL also have exposure in healthcare software, Nursing consulting, training and recruiting.

I think on a market cap of 60Cr, it’s compelling to make a big bet………

i asked to Ramesh Damani on KAPL, HE replied me that "Unfortunately until i meet him i am unable to express an opinion on KAPL. It certainly seems exciting, but its value as a business proposition needs to be seen. Can he scale up the business? "

KAPL Sites
www.katra.biz
www.kaplayurveda.biz
www.ayurvedagram.com
www.ayurvedaonline.com
www.katrahealthcare.com
www.katrasoft.com
www.katranurse.com

Small brief on Katra group chief Ramesh Vangal

Ramesh Vangal is the Founder and Chief Executive of Scandent Group, an 800 man global organization focused on Business Process Outsourcing, Enterprise Solutions and IT services. Prior to this he has set up AT INDIA LLC, co-managing a VC fund. He also served on the Board of Infosys between 1997 and October 2001 and was its first overseas Director.

Mr. Vangal was the past Chairman of Seagram Asia Pacific (now Pernod Ricard)- a leader in the Asian spirits and wine business between 1997 and 2001. In addition to this, he had been the company's joint venture partner in India. Both businesses witnessed great turnarounds and explosive growth during his tenure.

Prior to Seagram, Mr. Vangal was President, Asia Pacific for PepsiCo Foods and also a Member of PepsiCo's Worldwide Council. He led PepsiCo's entry into India, an initiative that became the basis of a Harvard Business School case study. In 1992, he was the first recipient of Pepsi-Cola International's High Performance Leadership Award.

Mr. Vangal received an engineering degree from the Indian Institute of Technology. Mumbai in 1977. He completed his MBA from the London Business School in 1979 and became the first Asian to be awarded the school's "Alumni of the Year" honor in 1996.

He started his career with Procter & Gamble in Geneva, Switzerland and subsequently completed several operations and marketing assignments in Europe, the Middle East, Central America, the Caribbean and West Africa.

Mr. Vangal is a Charter Member of TiE Silicon Valley, and on the Advisory Board of London Business School. He is also the Chairman, Marketing & Brands Committee with Confederation of Indian Industry (CII) and its member on the National Council.

warm regards
sanuj kadavil
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Quote Equity Buff Replybullet Posted: 13/Sep/2006 at 8:16am
 
Dear Sanuj,
 
KAPL looks very good. The scale of opportunity is also large and the company is backed by very good management. Do you have any numbers(rough cut estimates) for fy 07 and fy 08 ?
 
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Quote Equity Buff Replybullet Posted: 17/Sep/2006 at 11:18am
Dear Suraj / Sanju,
 
Any information you can give on above post, EPS etc for FY 07 and FY 08 for Kerala Ayurveda.
 
Rgds.
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Ajith
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Quote Ajith Replybullet Posted: 18/Sep/2006 at 2:13pm
I use the Ayurveda products of the best-known  (Kerala)Kottakkal Ayurveda shala-BEST QUALITY.I have heard of other renowned Ayurvedic products from SD Pharma,Nagarjuna etc but all I have heard of Kerala Ayurveda (of interest to me)is not about their products but about Kochi-based shrewd investor and portfolio manager  Porinju Velliyath picking up a stake in the company a few years back.Maybe I have to investigate...if the company is good their products must be good...but it beats me why I have not heard of it.....
 While the presence of Vangal does inspire confidence more needs to known about gestation, periodmarketing costs,research expenditure,capital expenditure before any investment appraisal can be done..


Edited by Ajith - 18/Sep/2006 at 3:54pm
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Quote omshivaya Replybullet Posted: 23/Sep/2006 at 4:07am
Whenever you get any details on this one, do post here Ajith. I am watching this one closely. I am still not clear how they plan to take on the pharma industry. Ayurveda is great but when selling products, the most formidable opponent would be the pharma companies' use of power and knowhow with political parties to try to stop the spread of ayurveda. It has to do more with politics and finance than good products.
 
If you see the truth, an ayurvedic medicene is 1000 times better than its counterpart allopathic medicene. So why is the 650 billion$ industry not touched by ayurveda fully?? It has to do more with power-plays than simple "good products".
 
 
If ayurveda gets a legal recognition, and some good human being with loads of cash decides to start pushing "ayurveda" to each and every home, then this is a great proposition. But another point to make here is that ayurvedic products would be very less expensive than pharma ones. The "Kerala Ayurveda" team has to set its goal straight and concentrate on selling ayurvedic products globally, on a mass scale, thinking primarily of profits and NOT "saving humanity" by selling "natural products" and doing good to mankind. That will indirectly happen anyway!
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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